Wealthbox CRM Overview

Wealthbox CRM is a simple, social, and collaborative wealth management platform. It helps financial advisors build and manage their advisory practice efficiently.

Use Cases

Customers recommend Collaboration, Workflow Management, Conference Call Management, as the business use cases that they have been most satisfied with while using Wealthbox CRM.

Other use cases:

  • Creating Contact List
  • Sending & Publishing Communications
  • Training & Onboarding
  • Engaging And Following Up
  • Helpdesk Management
  • Meeting Management
  • Campaign Management
See all use cases See less use cases

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Wealthbox CRM.

Other priorities:

  • Grow Market Share
  • Improve Digital And Social Presence
See all business priorities See less business priorities

Wealthbox CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Wealthbox CRM works with different mediums / channels such as Offline, Social Media, Events, etc.

Wealthbox CRM's features include Recording, Templates, and Personalization.

Reviews

"Wealthbox reminds me of when I got my first iPhone. It's an incredibly simple yet powerful platform for my firm." - Jason Wenk

Wealthbox CRM, PlanPlus Online, Neon CRM, Redtail CRM, Virtuous CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Wealthbox CRM

Top Industries

  • Financial Services
  • Marketing and Advertising

Popular in

  • Small Business
  • Mid Market

Wealthbox CRM is popular in Financial Services, and Marketing And Advertising, and is widely used by Small Business, and Mid Market,

Comprehensive Insights on Wealthbox CRM Use Cases

What solutions does Wealthbox CRM provide for Collaboration?

Wealthbox facilitates team collaboration by providing a central hub for client information and team communication. The platform enables advisors to share emails, collaborate on tasks, and efficiently manage work together. This collaborative approach promotes team efficiency and contributes to business growth.
"...Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice...." Case Study Charles Stephen

How efficiently Does Wealthbox CRM manage your Workflow Management?

Wealthbox CRM offers workflow management capabilities to streamline business processes. These workflows automate tasks, manage projects, and create opportunities, all within the platform. Workflows can be tailored to individual needs and integrated with other applications, but lack automatic task creation and notification features.
"...Tasks and workflows from email...." Wealthbox CRM

How can Wealthbox CRM optimize your Creating Contact List Workflow?

How does Wealthbox CRM facilitate Sending & Publishing Communications?

29+ more Business Use Cases

81 buyers and buying teams have used Cuspera to assess how well Wealthbox CRM solved their CRM needs. Cuspera uses 659 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Wealthbox CRM testimonial

Jason Wenk

Founder & CEO

Altruist

Wealthbox reminds me of when I got my first iPhone. It's an incredibly simple yet powerful platform for my firm. Testimonial By Jason Wenk
Wealthbox CRM testimonial

Rianka Dorsainvil

2050 Wealth Partners

We love the Wealthbox interface, because it's so intuitive and easy to use, and everyone stays in the loop on client activity. Testimonial By Rianka Dorsainvil
Wealthbox CRM testimonial

Toussaint Bailey

CEO and Principal

Enso Wealth

Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. Testimonial By Toussaint Bailey
CUSTOMERS TESTIMONIALS
Wealthbox CRM testimonial

Jason Wenk

Founder & CEO

Altruist

Wealthbox reminds me of when I got my first iPhone. It's an incredibly simple yet powerful platform for my firm. Testimonial By Jason Wenk
Wealthbox CRM testimonial

Rianka Dorsainvil

2050 Wealth Partners

We love the Wealthbox interface, because it's so intuitive and easy to use, and everyone stays in the loop on client activity. Testimonial By Rianka Dorsainvil
Wealthbox CRM testimonial

Toussaint Bailey

CEO and Principal

Enso Wealth

Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. Testimonial By Toussaint Bailey

Case Studies

COMPANY CASE STUDIES
Wealthbox CRM case study
Case Study Alex Chalekian

How One Financial Advisor Switched to Wealthbox CRM – Twice!

Read More
Wealthbox CRM case study
Case Study FormulaFolios

How FormulaFolios uses Wealthbox to become Inc.’s 10th Fastest Growing Company

Read More
Wealthbox CRM case study
Case Study Charles Stephen

How 12 users of Wealthbox at the firm of Charles Stephen collaborate as a team

Read More

Video

How to Create and Customize a Dashboard in Wealthbox

Video Thumbnail

Frequently Asked Questions(FAQ)

for Wealthbox CRM

What is Wealthbox CRM?

Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. It helps to launch new products and acquire customers.

Wealthbox CRM helps to create, design, develop and operate a stack of complementary web-and-mobile apps that are vertically aligned in the wealth management sector. With a focus on simplicity and usability, online products make use of modern design and development practices and reflect the growing consumerization of the financial enterprise and increase the simplicity of the investing experience.

Wealthbox keeps connected with clients, prospects, and staff with ease including features like contact management, task management, automated workflow, calendar events, opportunity tracking and many more.

What is Wealthbox CRM used for?

Wealthbox CRM is a CRM Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Collaboration, Workflow Management and Conference Call Management .

What are the top features of Wealthbox CRM?

Recording, Templates and Personalization are some of the top features of Wealthbox CRM.

Who uses Wealthbox CRM?

Wealthbox CRM is used by Financial Services, Marketing And Advertising among other industries.

What are Wealthbox CRM alternatives?

PlanPlus Online, Neon CRM, Redtail CRM and Virtuous CRM are popular alternatives for Wealthbox CRM.

Where is Wealthbox CRM located?

Wealthbox CRM is headquartered at 594 Broadway, Suite 1004, New York City, NY 10012.
lightning

Peers used Wealthbox CRM for collaboration and workflow management

Wealthbox CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.90/5

Read Reviews (1)
Custom Reports

4.19/5

Read Reviews (69)
Analytics

4.18/5

Read Reviews (10)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.90/5

Read Reviews (1)
Custom Reports

4.19/5

Read Reviews (69)
Analytics

4.18/5

Read Reviews (10)

Software Failure Risk Guidance

?

for Wealthbox CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Wealthbox CRM

Wealthbox Profile

Company Name

Wealthbox

Company Website

https://www.wealthbox.com/

HQ Location

594 Broadway, Suite 1004, New York City, NY 10012

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